Peloton Wealth Strategists’s TC Energy TRP Stock Holding History

Peloton Wealth Strategists’s Portfolio TRP Stock Details TRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-22,150	Closed	-$915K	–	63
2018 Q1	$915K	Sell	22,150 -350	-2%	-$15.7K	0.69%	51
2017 Q4	$1.09M	Hold	22,500	–	–	0.81%	51
2017 Q3	$1.11M	Sell	22,500 -1,200	-5%	-$60.3K	0.86%	52
2017 Q2	$1.13M	Sell	23,700 -900	-4%	-$42.3K	0.88%	52
2017 Q1	$1.14M	Buy	24,600 +1,800	+8%	+$83.9K	0.93%	47
2016 Q4	$1.03M	Sell	22,800 -1,300	-5%	-$59K	0.84%	53
2016 Q3	$1.15M	Buy	+24,100	New	+$1.13M	0.95%	46
2016 Q1	$961K	Sell	24,450 -400	-2%	-$14K	0.81%	51
2015 Q4	$810K	Sell	24,850 -14,200	-36%	-$470K	0.7%	60
2015 Q3	$1.23M	Hold	39,050	–	–	1.08%	46
2015 Q2	$1.59M	Buy	39,050 +7,600	+24%	+$334K	1.26%	41
2015 Q1	$1.34M	Buy	31,450 +13,800	+78%	+$616K	1.04%	51
2014 Q4	$867K	Buy	+17,650	New	+$856K	0.66%	62
2014 Q3	–	Sell	-24,250	Closed	-$1.1M	–	99
2014 Q2	$1.1M	Buy	+24,250	New	+$1.13M	0.96%	47

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Peloton Wealth Strategists's TRP Position: Q2 2018 in Review

Peloton Wealth Strategists sold out of TC Energy (TRP) in Q2 2018, closing a stake of 22,150 shares — an estimated $915K sold.

Peloton Wealth Strategists first reported a position in TRP in Q2 2014 and held it in 14 quarters. The position peaked at $1.59M in Q2 2015. 411 funds tracked by Wall St. Rank hold TRP as of Q2 2018.

Peloton Wealth Strategists reported no remaining TC Energy position as of Q2 2018 after selling out during the quarter.
Peloton Wealth Strategists sold 22,150 TC Energy shares in Q2 2018, an estimated $915K.
Peloton Wealth Strategists first reported a position in TC Energy in Q2 2014 and held it in 14 quarters.
Peloton Wealth Strategists's TC Energy position peaked at $1.59M in Q2 2015.
411 funds tracked by Wall St. Rank held TC Energy as of Q2 2018.

Based on Peloton Wealth Strategists's 13F filing for Q2 2018, filed 15 Aug 2018.